---
schema_version: "1"
id: ca581640b3276b57ad776441afbc10d4dcd475ef8ff885f87669a5a9aba7b80d
title: Assess Dealer Visits with Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_assessment_indicators.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_assessment_indicators.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1aa256f30fba589a601e01b033d2cafb1a8719bda01c2156f5becead6fcec279
description: Sales managers can relate Assessment Indicator Definition records to visit tasks to measure a dealer’s performance or compliance. Each task performed during a visit can be assessed based on different parameters or metrics. For example, a sales manager can create a numeric assessment indicator, Number of Vehicle Repairs, to count the number of vehicle repair jobs completed by a service dealer in the previous month. Or, the manager can create a date-time indicator, to capture the last date that the dealer participated in a product knowledge training.
products:
  - Automotive
release: "264"
---
# Assess Dealer Visits with Metrics

Sales managers can relate Assessment Indicator Definition records to visit tasks to measure a dealer’s performance or compliance. Each task performed during a visit can be assessed based on different parameters or metrics. For example, a sales manager can create a numeric assessment indicator, Number of Vehicle Repairs, to count the number of vehicle repair jobs completed by a service dealer in the previous month. Or, the manager can create a date-time indicator, to capture the last date that the dealer participated in a product knowledge training.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d101136e63">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d101136e63 ">To create assessment indicator definitions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d101136e63 ">
              <ul>
                <li>Partner Visit Management permission set</li>

                <li>Create access on Assessment Indicator Definition</li>

              </ul>
            </td>

          </tr>
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      </table>

1. From the App Launcher, find and select **Assessment Indicator Definitions**, and then click **New**.
2. Enter the name and the description for the indicator.
3. Select an indicator field type:
    - Number
    - Boolean
    - Percentage
    - Date Time
    - Text
    - Decimal
4. Save your changes.
    
    ![A assessment indicator definition.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_visits_assessment_indicator_definition.png)